Taiwan Semiconductor Manufacturing Co Ltd (TSM)
NYSE · Price as of · Delayed Quote
- Profitabilityn/a
No usable net income data in EDGAR yet (some foreign filers' latest annual figures take months to appear in the SEC data feed).
- Insider buying vs selling20/20
Insiders are net buyers: 21 open-market buys worth $83,121 vs 0 sells worth $0 across the last 20 Form 4 filings.
- Dilution and offerings15/15
Share count down 0.0% in a year with no new offering filings. The company is buying back stock.
- Analysts20
- Implied upside+41.7%
- Target range$440.00 to $1,000.00
TSM closed at $412.35 on Oct 22, down 7.7% since Sep 23. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 65% of the 52-week range ($275.06 to $485.80).
Insider buying and selling at Taiwan Semiconductor Manufacturing Co Ltd (TSM)
The most recent Form 4 on record for Taiwan Semiconductor Manufacturing Co Ltd (TSM) is October 7, 2026, when Yuh-Jier Mii, EVP and Co-COO, bought $5,399 of stock. An open-market purchase is money the filer chose to put in.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Yuh-Jier Mii · EVP and Co-COO | Buy | $5,399 | October 7, 2026 | Notable buy |
| Yung-Pei Chin · EVP and Co-COO | Buy | $5,319 | October 7, 2026 | Notable buy |
| Yung-Chin Hou · SVP and Deputy Co-COO | Buy | $4,763 | October 7, 2026 | Notable buy |
| Kevin Xiaoqiang Zhang · SVP and Deputy Co-COO | Buy | $4,684 | October 7, 2026 | Notable buy |
| Shu-Hua Fang · SVP and GC | Buy | $4,208 | October 7, 2026 | Notable buy |
| Tzu-Sou Chuang · VP | Sell | $14.0M | May 19, 2026 | Worth a look |
How Congress has done in TSM
Every purchase of TSM disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | TSM | SPY |
|---|---|---|
| Median 12-month return after purchase | +74.6% | +22.0% |
| Median difference vs SPY | +51.4% | — |
| Purchases that beat SPY | 18 of 18 (100%) | — |
| Members who bought | 6 | — |
Most frequent buyers: Cleo Fields (8), Lisa McClain (5), Josh Gottheimer (2), Gil Cisneros (1), Jared Moskowitz (1).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 6 of the 18 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in TSM
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-09-22 | Gil Cisneros CA | Purchase | $1,001 - $15,000 | |
| 2026-08-25 | Michael McCaul TX | Purchase | $1,001 - $15,000 | |
| 2026-08-12 | Richard Allen GA | Purchase | $1,001 - $15,000 | |
| 2026-07-10 | Cleo Fields LA | Purchase | $1,001 - $15,000 | |
| 2026-06-18 | Michael McCaul TX | Purchase | $15,001 - $50,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 6-K | October 22, 2026 | 6-K |
| 6-K | October 15, 2026 | 6-K |
| 4 | October 8, 2026 | FORM 4 |
| 4 | October 8, 2026 | FORM 4 |
| 4 | October 8, 2026 | FORM 4 |
| 4 | October 8, 2026 | FORM 4 |
| 4 | October 8, 2026 | FORM 4 |
| 4 | October 8, 2026 | FORM 4 |
Taiwan Semiconductor Manufacturing news
All 50 articles
Samsung (005930) will reportedly use TSMC (TSM) to make part of Nvidia's (NVDA) next memory chips
Nvidia asked all three of its HBM suppliers to switch to the same TSMC process. Samsung also has a backup plan if TSMC runs short.

Taiwan plans up to $4 billion Texas park for suppliers to Nvidia (NVDA) and TSMC (TSM)
Taiwan's economy minister says the first U.S. park would be in Texas, with loan guarantees and help on visas and land. The ministry hasn't confirmed the site.

TSMC (TSM) posted a record profit for the sixth straight quarter. Its CEO says any Terafab plant would have to be run by TSMC.
Revenue beat TSMC's own forecast, the 2026 outlook went up, and the CEO put a condition on any deal with Musk's Texas fab.

TSMC (TSM) posted a record quarter. Whether it beat its own forecast depends on the exchange rate.
Sales rose 18% in one quarter and topped the analyst consensus. Full results land October 15.

Musk says TSMC (TSM) won't run Terafab as Intel (INTC) reaffirms its role
A newsletter had floated TSMC owning and operating the factory. Musk's post left room for a sublease, and TSMC shares fell in early trading.

TSMC (TSM) eyes a Texas chip campus beyond its $265 billion Arizona plan. Musk confirms Terafab talks.
A tax credit's construction-start deadline could decide whether the Texas fabs happen. Musk calls the Terafab talks just discussions.

Why chip prices are rising in 2026. What Nvidia (NVDA), TSMC (TSM) and AMD have each actually said.
Nvidia is reported to have told customers to expect more than 15% on AI servers, TSMC to have raised advanced-node wafer prices 5% to 10%, Samsung foundry quotes up to 15%, and AMD about 10%. Four separate reports, and four very different levels of evidence.

Taiwan's chip industry has more than two openings per job seeker. The AI buildout needs people.
Taiwan's chip industry has more than two open jobs for every person looking for one. ASE needs at least 3,000 people this year, and one materials maker is calling old university classmates to staff a single new plant. Texas Instruments, GlobalFoundries, and ASE describe the same shortage.

TSMC (TSM) co-COO calls AI a "three-year-old superman." The company is cautious with what it lets AI see.
Y.J. Mii, co-chief operating officer of the world's largest chipmaker, told students in Taipei that AI is powerful but does not know right from wrong. He also said TSMC is more cautious with AI tools on sensitive R&D data, for fear of leaks.
Articles that mention Taiwan Semiconductor Manufacturing without it being the main subject.

ASML says its planned supply won't fully meet 2027 and 2028 demand. Some customers want to order for 2030.
Record sales, a big jump in profit, and €4.1 billion spent buying back stock. Money tied to future deliveries nearly tripled.

Applied Materials (AMAT) CEO says AI will let the company double revenue without doubling headcount
Applied Materials CEO Gary Dickerson said the company expects to double revenue over the next few years without doubling headcount, as it unveiled its EPIC Center.

Microsoft (MSFT) plans to run its AI products mainly on its own Maia chips starting in 2027
Microsoft expects its new Maia 300 to beat leading GPU systems on output per megawatt. Its cloud chief says Nvidia and AMD remain big partners.
Frequently asked questions
When does TSM report earnings?
Taiwan Semiconductor Manufacturing Co Ltd (TSM) is scheduled to report quarterly results on January 14, 2027 (estimated). Its results are reported in TWD, so we show the date only rather than presenting a consensus in another currency as dollars. It has beaten the consensus EPS estimate in all four of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for TSM?
20 analysts cover Taiwan Semiconductor Manufacturing Co Ltd (TSM). The consensus rating is Strong buy. The average price target is $584.39, in a range of $440.00 to $1,000.00.
Are insiders buying or selling TSM?
We track Form 4 filings for Taiwan Semiconductor Manufacturing Co Ltd (TSM). The activity listed on this page shows 5 open-market purchases and 1 qualifying sale. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading TSM?
6 members of Congress have disclosed buying TSM in the last 5 years, 18 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +74.6% against +22.0% for SPY over the same windows, and 18 of the 18 (100%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see TSM SEC filings?
Recent filings are listed on this page, newest first. The latest is a 6-K filed October 22, 2026.